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Create, Assign, & Monitor Rounds Tasks with mRounds Web App
This chapter outlines the features of the web application, including creating and scheduling round plans, generating reports, managing issues and actions, creating ERP notifications, and performing archive and search functions.
Generating and Accepting Shift Handover Report
This section provides guidance on generating, handing over, and accepting shift handover reports.
Overview of Shift Handover Reports
The Shift Handover Report is a critical component that ensures smooth transitions between shifts. The Outgoing Shift Operators / Supervisor generates and hands over the shift handover report to the Incoming Shift Operator / Supervisor, summarizing the tasks completed, outstanding tasks, and any unresolved issues or anomalies. The Incoming Shift Supervisor reviews the handover report thoroughly to become aware of any urgent tasks or actions required during the shift.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to mRounds
This chapter provides an overview of the mRounds application for Plant and Asset maintenance, covering topics such as its benefits, new features, enhancements, and system requirements.
Execute Round Tasks with mRounds Mobile App
The chapter discusses the mRounds mobile application, outlining its features which include executing operator rounds, creating ad-hoc maintenance checks, adding shift logs, managing issues, and actions.
Create, Assign, & Monitor Rounds Tasks with mRounds Web App
This chapter outlines the features of the web application, including creating and scheduling round plans, generating reports, managing issues and actions, creating ERP notifications, and performing archive and search functions.
- Understanding the mRounds Web Application
  The mRounds web application consists of modules such as Round Plans dashboard for monitoring rounds, Reports for insights on task compliance and team performance, Scheduler for scheduling and assigning round plans, Observations for tracking issues and follow-ups, Archived for managing archived plans, Templates for creating round templates, and Shift Handover for generating shift reports.
- Generating and Accepting Shift Handover Report
  This section provides guidance on generating, handing over, and accepting shift handover reports.
  - Overview of Shift Handover Reports
    The Shift Handover Report is a critical component that ensures smooth transitions between shifts. The Outgoing Shift Operators / Supervisor generates and hands over the shift handover report to the Incoming Shift Operator / Supervisor, summarizing the tasks completed, outstanding tasks, and any unresolved issues or anomalies. The Incoming Shift Supervisor reviews the handover report thoroughly to become aware of any urgent tasks or actions required during the shift.
  - Generate and Handover Shift Handover Report
    As an Outgoing Supervisor, create a comprehensive shift handover report with notes, observations, attachments, and any other important information and hand it over to the Incoming Supervisor during shift change.
  - Accept Shift Handover Report
    As an Incoming Supervisor, accept the shift handover report generated by the Outgoing Supervisor to take ownership of the outstanding tasks and issues, and review notes, observations, and attachments, facilitating effective communication and knowledge transfer during shift changes.
  - Create Shift Log Template
    Create shift log templates for different plants, units, and positions combinations with multiple sections, tasks, and response types. Any modifications made to the template are automatically reflected in the shift handover reports, which are using the template.
  - Manage Shift Handover Authorization
    Control the shift handover templates authorization through Data Permissions for a specified plant that helps reduce cognitive load, enhance user experience, and optimize operational efficiency.
- Creating and Scheduling Round Plans
  The Create a Round Plan feature in mRounds allows supervisors to set up detailed maintenance checklists, known as "round plans," that operators use during their rounds.
- Viewing Round Plans and Plan Details
  Monitor round execution by viewing the status of rounds and accessing round plans and plan details.
- Reviewing and Approving Round Plans
  Supervisors review and approve newly created or edited round plans to ensure quality control, adherence to standards, and prevent errors before publishing.
- Managing Issues: From Creation to Resolution
  Efficient issue management is crucial for maintaining equipment performance and ensuring minimal downtime. Supervisors in mRounds can create new issues based on operator feedback, track the progress of ongoing issues, and ensure tasks are completed and closed after resolution. This topic will guide you through the entire process, from issue creation to closure.
- Managing Actions: From Creation to Resolution
  Actions are designed to track issues that require further attention, such as repairs or maintenance activities. By creating actions, users can ensure that critical problems are not overlooked and are followed up systematically.
- Creating ERP Notification for an asset
  Create a notification for an equipment to escalate issue that require further action within the organization’s enterprise resource planning (ERP) system while executing round tasks.
- Managing Rounds Lifecycle
  This section covers topics such as Archive, Restore, and Delete Round Plans, as well as Search & Filter functionality for Rounds, Issues, and Actions.
Working with Master Data
Use the Master Configuration module to add, modify, activate / deactivate Plants, Shifts, Location, Assets, Unit of Measurement, and Global Response Set master data. As an admin, you can create master data like plants, assets, locations, units of measurements, and global response set data that can be used to create forms and rounds.
Onboarding Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
Onboarding Users and Assigning Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.

Overview of Shift Handover Reports

The Shift Handover Report is a critical component that ensures smooth transitions between shifts. The Outgoing Shift Operators / Supervisor generates and hands over the shift handover report to the Incoming Shift Operator / Supervisor, summarizing the tasks completed, outstanding tasks, and any unresolved issues or anomalies. The Incoming Shift Supervisor reviews the handover report thoroughly to become aware of any urgent tasks or actions required during the shift.

The Shift Handover Report contains the following details:

Summary displays the following sections:
- Trends section displays the summary of Rounds, Tasks, Issues, and Actions in the form of widgets along with the Exceptions (if the defined range exceeds) and Notes and Logs. Click View next to the exception to view the last five readings.
- Instructions section displays the Supervisor Notes and Standing Instructions for the Incoming Shift Supervisor along with the attachments like images and PDFs.
- Shift Information section displays the shift details such as Plant, Current Shift, Upcoming Shift, Unit, Shift Supervisor (who handovers the shift details), and Upcoming Shift Supervisor (who accepts the shift details).
Logs displays the shift logs added by the operator during the shift or task execution. You can view the list of operators who have created logs grouped by position and edit and delete the logs.
Rounds displays the list of rounds that are part of the shift. You can filter the list using the All, Overdue, Submitted, Skipped, Open, and In Progress options.
Observations displays the list of exceptions, issues, and actions that are raised during the shift. Click View next to the exception to view the last five readings.
Notes displays the notes added by the operator during the shift or task execution. You can edit and remove the notes.
Operators displays the list of operators that are part of the shift along with the operator’s name, position, submitted rounds count, user group name, and so on.

Note: To configure shift handover report details to display or hide these details, click the More icon at the right-side in the Shift Handover screen, select Handover Report Configuration and select or deselect the options in the Configure Shift Handover window.